RETIREMENT PLAN ADVISORS SERVICES, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
111392
Registered since
August 17, 2001

Firm profile

FINTRX

Overview

Retirement Plan Advisors Services, LLC is recorded in FINTRX as an SEC-registered advisory firm (registration year 2001) organized as a limited liability company. The database lists the owner type as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot available and several status flags are set to "No" — FINTRX indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. FINTRX does not provide descriptive entries for the firm's business activities, advisory activities, client base or fee structure, so there is no recorded detail in the dataset about the types of clients served or the advisory models used.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MATTHEW FRANK

    Chief Compliance OfficerCRD 5789235

  • WALTER COSTENBADER

    Chief Compliance OfficerCRD 1828345

Contacts

2 of 2
  • BRETT PENDLETON

    Vice PresidentCRD 5842915

  • JOSHUA SCHWARTZ

    PresidentCRD 1730472

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
29 E Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth